Jobs: client advisor fendi

Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning...

Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning...

We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are...

We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are...

Medicare AdvisorAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you Our well...

The role of the Financial Advisor's Assistant is to provide all aspects of risk product sales support to new financial representatives to ensure their focus remains on client building. Ongoing support for financial representatives and advisors beyond their first year is also provided. Your responsibilities, as a Financial Advisor's Assistant, include the...

Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach....

Our client is searching for a Financial Advisor who believes they can excel within a highly motivated and growing financial services firm. The ideal candidate exudes self-motivation, has a knack for problem solving, and is looking for a fulfilling career helping clients through personal financial planning.Key Attributes:· Health and Life Insurance License,...

Conduct new discovery meetings and plan presentations for prospective clients.Foster relationships with existing clients to ensure the proper level of service is provided to continue the work and planning that was set forward by senior advisor. Conduct annual reviews with clients to ensure all aspects of the financial plan are still relevant to the client's...

Job DescriptionJob DescriptionFull-time, Client Service Associate (CSA)RequirementsSummary:Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive,...

Our client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFP responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activity and thorough client contact. The wealth advisor is an integral part of the...

At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly...

Job Summary: Our client, a leading Asset Management firm with a specialty in private wealth management including investment management, wealth planning, and highly personalized client service has an exciting opportunity available for an experienced Client Advisor. The role is responsible for developing and maintaining client relationships through proactive...

Are you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journey brings you here. We are in pursuit of enthusiastic and driven individuals, just like you, to become integral members of our dynamic team as Client Advisor. Prepare to unlock your full earning potential, as we stand by your side every step...

Job DescriptionJob DescriptionAre you on the lookout for your next thrilling career opportunity in the world of sales? Look no further, as your journey brings you here. We are in pursuit of enthusiastic and driven individuals, just like you, to become integral members of our dynamic team as a Client Advisor. Prepare to unlock your full earning potential, as...

Job DescriptionJob DescriptionExpedient is seeking a Client Advisor in our Indianapolis, IN market to contribute to the continued growth and retention of our existing clients and to help execute on revenue objectives.  This is a great opportunity for someone with IT solutions sales experience in a related cloud and/or infrastructure-as-a-service...

Job DescriptionJob DescriptionExpedient is seeking a Client Advisor in our Indianapolis, IN market to contribute to the continued growth and retention of our existing clients and to help execute on revenue objectives.  This is a great opportunity for someone with IT solutions sales experience in a related cloud and/or infrastructure-as-a-service...

The Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills • Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for Financial Advisors and the...

**Qualifications**: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. **Responsibilities**: - Engage and promptly...

Job DescriptionJob DescriptionThe Client Service Coordinator is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills• Supports Financial Advisor/Senior Client Service Associate of a large book of business including handling all administrative functions for...